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To Learn More About Your Retirement Readiness → https://form.typeform.com/to/tkcqhcXp IMPORTANT DISCLOSURES The content of this video is for educational and informational purposes only, provides information of a general nature, it does not guarantee a successful retirement. It does not address the particular circumstances of any individual or entity. You should not construe any such information or material as legal, tax, investment, or financial advice. Tax savings results will vary depending on each individual's unique situation. Consult a tax professional before implementing any tax strategy. Nothing contained in this video constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial products in this or in any other jurisdiction in which such activity would be unlawful under the laws of such jurisdiction. The views expressed in this video are those of the individual authors and presenters and do not necessarily reflect the opinions of the CFD Companies. All liability with respect to actions taken or not taken based on the contents of this video is hereby expressly disclaimed. The contents of the video are provided “as is;” and although the material is believed to be accurate, no representations are made that the content is error-free. Any mention of guaranteed income is referring to annuities. The guarantees associated with such investments are subject to the financial strength of the issuing insurer and the specific terms and restrictions of the applicable policy or contract. Kurt Supe, John Culpepper and Brian Quick offer securities through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA &SIPC, 2704 South Goyer Road, Kokomo, IN 46902, 765-453-9600. Kurt Supe, Andrew Drufke and Brian Quick offer advisory services through Creative Financial Designs, Inc., Registered Investment Adviser. Creative Financial Group is a separate and unaffiliated company. The CFD Companies do not provide legal or tax advice.